The ability to File with Workiva using a generated filing code is available for Workspace Owners. To generate a File with Workiva code:
- Navigate to Workspace Settings
- Go to the Filing tab
- Select the File with Workiva option
- Click the Generate New button. There's also a convenient button to copy the code to your clipboard.
Once generated, the File with Workiva code is valid for 24-hours and can be used for all SEC Filings, including Section 16, within the Workspace it was generated.
You can also consult our Live File content on our Support Center.